The Analysis of Arkos Global Advisors's Holdings
Currently, Arkos Global Advisors holds 167 types of securities in its portfolio with a total value $785.2K. In the most recent quarter, they have increased their positions in XLU (+157.7K shares, valued at $13.8K), IEFA (+141.5K shares, valued at $12.4K), IAU (+106.6K shares, valued at $7.8K); decreased their positions in MUB (-163.9K shares, valued at $17.5K), BND (-220.6K shares, valued at $16.4K), SLV (-144.9K shares, valued at $6.1K); initiated new positions in XLU (+157.7K shares, valued at $13.8K), ORCL (+4.4K shares, valued at $1.2K), GOOG (+4.0K shares, valued at $973). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD S&P 500 ETF183.9K shares-2.17%2025-09-302025-11-14
IEFA ISHARES CORE MSCI EAFE ETF1.0M shares16.38%2025-09-302025-11-14 IEF ISHARES 7-10 YEAR TREASURY BOND ETF568.7K shares4.00%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TRUST80.8K shares-3.19%2025-09-302025-11-14 MUB ISHARES NATIONAL MUNI BOND ETF487.7K shares-25.15%2025-09-302025-11-14 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF564.0K shares0.83%2025-09-302025-11-14 BND VANGUARD TOTAL BOND MARKET ETF615.5K shares-26.39%2025-09-302025-11-14 IJH ISHARES CORE S&P MID-CAP ETF416.8K shares24.50%2025-09-302025-11-14 GLD SPDR GOLD SHARES66.6K shares-1.20%2025-09-302025-11-14 IAU ISHARES GOLD TRUST314.7K shares51.19%2025-09-302025-11-14 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF287.4K shares11.75%2025-09-302025-11-14 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF121.7K shares-1.90%2025-09-302025-11-14 IJR ISHARES CORE S&P SMALL CAP ETF137.9K shares0.98%2025-09-302025-11-14 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF167.7K shares5.76%2025-09-302025-11-14 XLU UTILITIES SELECT SECTOR SPDR FUND157.7K sharesnew addition2025-09-302025-11-14 VO VANGUARD MID-CAP ETF40.2K shares-0.96%2025-09-302025-11-14 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND282.3K shares-0.60%2025-09-302025-11-14 FBTC FIDELITY WISE ORIGIN BITCOIN FUND89.5K shares44.11%2025-09-302025-11-14 DGRO ISHARES CORE DIVIDEND GROWTH ETF117.5K shares0.44%2025-09-302025-11-14 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF98.4K shares-21.50%2025-09-302025-11-14 VB VANGUARD SMALL-CAP ETF29.8K shares-1.19%2025-09-302025-11-14 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF72.4K shares-1.98%2025-09-302025-11-14 RSP INVESCO S&P 500 EQUAL WEIGHT ETF28.8K shares107.67%2025-09-302025-11-14 PGX INVESCO PREFERRED ETF452.4K shares-22.23%2025-09-302025-11-14 AAPL APPLE INC COM17.0K shares18.30%2025-09-302025-11-14 SLV ISHARES SILVER TRUST86.5K shares-62.61%2025-09-302025-11-14 ACWI ISHARES MSCI ACWI ETF26.4K shares0.54%2025-09-302025-11-14 MSFT MICROSOFT CORP COM6.5K shares129.10%2025-09-302025-11-14 REET ISHARES GLOBAL REIT ETF123.7K shares-4.66%2025-09-302025-11-14 GDX VANECK GOLD MINERS ETF36.7K shares-2.74%2025-09-302025-11-14 AMZN AMAZON COM INC COM12.3K shares109.66%2025-09-302025-11-14 GOOGL ALPHABET INC CAP STK CL A10.9K shares14.78%2025-09-302025-11-14 UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF97.6K shares1.14%2025-09-302025-11-14 PFF ISHARES PREFERRED & INCOME SECURITIES ETF77.6K shares-8.12%2025-09-302025-11-14 NVDA NVIDIA CORPORATION COM12.1K shares109.00%2025-09-302025-11-14 AVGO BROADCOM INC COM6.7K shares87.06%2025-09-302025-11-14 VUG VANGUARD GROWTH ETF4.4K shares-16.09%2025-09-302025-11-14 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF46.5K shares15.64%2025-09-302025-11-14 WMT WALMART INC COM16.3K shares-2.25%2025-09-302025-11-14 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR51.3K shares0.00%2025-09-302025-11-14 AMLP ALERIAN MLP ETF28.9K shares0.00%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO. COM4.2K shares29.37%2025-09-302025-11-14 QQQ INVESCO QQQ TRUST SERIES I2.1K shares0.53%2025-09-302025-11-14 ORCL ORACLE CORP COM4.4K sharesnew addition2025-09-302025-11-14 VGT VANGUARD INFORMATION TECHNOLOGY ETF1.6K shares0.00%2025-09-302025-11-14 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF29.9K shares-0.30%2025-09-302025-11-14 SHV ISHARES SHORT TREASURY BOND ETF9.3K shares-2.96%2025-09-302025-11-14 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF13.4K shares1.22%2025-09-302025-11-14 GOOG ALPHABET INC CAP STK CL C4.0K sharesnew addition2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP COM9.4K shares55.47%2025-09-302025-11-14 LLY ELI LILLY & CO COM1.2K shares188.56%2025-09-302025-11-14 XOM EXXON MOBIL CORP COM7.5K shares2.65%2025-09-302025-11-14 VEA VANGUARD FTSE DEVELOPED MARKETS ETF13.6K shares9.47%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW1.6K shares11.00%2025-09-302025-11-14 COIN COINBASE GLOBAL INC COM CL A2.3K shares64.03%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC COM984 shares24.24%2025-09-302025-11-14 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND14.8K shares0.00%2025-09-302025-11-14 V VISA INC COM CL A2.2K sharesnew addition2025-09-302025-11-14 RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF16.3K shares-2.39%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW COM796 shares13.23%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW COM NEW5.9K shares56.69%2025-09-302025-11-14 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1.6K shares-17.25%2025-09-302025-11-14 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF8.9K shares-27.41%2025-09-302025-11-14 TSLA TESLA INC COM1.6K shares10.28%2025-09-302025-11-14 MA MASTERCARD INCORPORATED CL A1.2K sharesnew addition2025-09-302025-11-14 SHEL SHELL PLC SPON ADS9.7K shares-4.05%2025-09-302025-11-14 TLT ISHARES 20 YEAR TREASURY BOND ETF7.5K shares-13.33%2025-09-302025-11-14 SO SOUTHERN CO COM7.0K shares54.11%2025-09-302025-11-14 D DOMINION ENERGY INC COM10.7K shares59.59%2025-09-302025-11-14 SHOP SHOPIFY INC CL A SUB VTG SHS4.3K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC CL A871 shares52.54%2025-09-302025-11-14 VOOG VANGUARD S&P 500 GROWTH ETF1.4K shares0.00%2025-09-302025-11-14 SCHM SCHWAB U.S. MID-CAP ETF20.8K shares0.03%2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC SHS5.4K shares5.95%2025-09-302025-11-14 WMB WILLIAMS COS INC COM9.3K shares7.50%2025-09-302025-11-14 IVV ISHARES CORE S&P 500 ETF879 shares-2.98%2025-09-302025-11-14 CVX CHEVRON CORP NEW COM3.8K shares7.23%2025-09-302025-11-14 VTI VANGUARD TOTAL STOCK MARKET ETF1.8K shares9.54%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO COM3.7K shares25.75%2025-09-302025-11-14 PEP PEPSICO INC COM4.0K shares1.54%2025-09-302025-11-14 CM CANADIAN IMPERIAL BANK OF COMM COM7.0K shares-3.56%2025-09-302025-11-14 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF11.1K shares0.00%2025-09-302025-11-14 SBUX STARBUCKS CORP COM6.6K shares142.36%2025-09-302025-11-14 NOW SERVICENOW INC COM577 sharesnew addition2025-09-302025-11-14 FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND4.4K shares-29.07%2025-09-302025-11-14 ABT ABBOTT LABS COM3.8K sharesnew addition2025-09-302025-11-14 HD HOME DEPOT INC COM1.2K shares22.38%2025-09-302025-11-14 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF15.2K shares0.00%2025-09-302025-11-14 NFLX NETFLIX INC COM404 sharesnew addition2025-09-302025-11-14 SDY STATE STREET SPDR S&P DIVIDEND ETF3.4K shares0.00%2025-09-302025-11-14 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND14.1K shares-0.18%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC COM4.8K shares122.07%2025-09-302025-11-14 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF3.4K shares-2.94%2025-09-302025-11-14 INTU INTUIT COM682 shares70.07%2025-09-302025-11-14 DIS DISNEY WALT CO COM4.0K shares59.67%2025-09-302025-11-14 ZTS ZOETIS INC CL A3.1K sharesnew addition2025-09-302025-11-14 AXP AMERICAN EXPRESS CO COM1.3K shares62.12%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC COM10.1K shares38.03%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC COM2.7K shares9.05%2025-09-302025-11-14 EZU ISHARES MSCI EUROZONE ETF7.1K shares0.00%2025-09-302025-11-14 KO COCA COLA CO COM6.6K shares7.21%2025-09-302025-11-14 NEA NUVEEN AMT FREE QLTY MUN INCME COM37.7K shares-31.19%2025-09-302025-11-14 MGV VANGUARD MEGA CAP VALUE ETF3.1K shares-26.39%2025-09-302025-11-14 CMI CUMMINS INC COM998 shares0.00%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND SHS CLASS A1.6K sharesnew addition2025-09-302025-11-14 EPD ENTERPRISE PRODS PARTNERS L P COM12.4K shares0.00%2025-09-302025-11-14 XLF FINANCIAL SELECT SECTOR SPDR FUND7.2K shares0.00%2025-09-302025-11-14 XLE ENERGY SELECT SECTOR SPDR FUND4.3K shares4.66%2025-09-302025-11-14 ESGD ISHARES ESG AWARE MSCI EAFE ETF4.1K shares0.00%2025-09-302025-11-14 PH PARKER-HANNIFIN CORP COM493 sharesnew addition2025-09-302025-11-14 EFA ISHARES MSCI EAFE ETF4.0K shares0.00%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC CL A2.0K shares-3.68%2025-09-302025-11-14 AON AON PLC SHS CL A996 sharesnew addition2025-09-302025-11-14 VTV VANGUARD VALUE ETF1.9K shares1.64%2025-09-302025-11-14 IDXX IDEXX LABS INC COM541 sharesnew addition2025-09-302025-11-14 BN BROOKFIELD CORP CL A LTD VT SH5.0K sharesnew addition2025-09-302025-11-14 IVE ISHARES S&P 500 VALUE ETF1.7K shares0.00%2025-09-302025-11-14 MSCI MSCI INC COM588 sharesnew addition2025-09-302025-11-14 BMO BANK MONTREAL QUE COM2.6K shares-4.30%2025-09-302025-11-14 BLK BLACKROCK INC COM285 shares26.67%2025-09-302025-11-14 VHT VANGUARD HEALTH CARE ETF1.3K shares0.00%2025-09-302025-11-14 MDB MONGODB INC CL A1.1K shares-14.32%2025-09-302025-11-14 NMZ NUVEEN MUN HIGH INCOME OPPORTU COM30.9K shares-10.72%2025-09-302025-11-14 NZF NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT25.6K shares-39.32%2025-09-302025-11-14 VIG VANGUARD DIVIDEND APPRECIATION ETF1.5K shares-40.47%2025-09-302025-11-14 NAD NUVEEN QUALITY MUNCP INCOME FD COM26.8K shares-39.10%2025-09-302025-11-14 CSCO CISCO SYS INC COM4.6K sharesnew addition2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS1.1K sharesnew addition2025-09-302025-11-14 SONY SONY GROUP CORP SPONSORED ADR10.6K sharesnew addition2025-09-302025-11-14 AMAT APPLIED MATLS INC COM1.5K shares11.37%2025-09-302025-11-14 ING ING GROEP N.V. SPONSORED ADR11.6K sharesnew addition2025-09-302025-11-14 BAC BANK AMERICA CORP COM5.9K sharesnew addition2025-09-302025-11-14 NKE NIKE INC CL B4.3K shares1.26%2025-09-302025-11-14 LEO BNY MELLON STRATEGIC MUNS INC COM47.7K shares0.00%2025-09-302025-11-14 ADBE ADOBE INC COM840 sharesnew addition2025-09-302025-11-14 SHY ISHARES 1-3 YEAR TREASURY BOND ETF3.5K shares0.00%2025-09-302025-11-14 NVG NUVEEN AMT FREE MUN CR INC FD COM23.3K shares0.00%2025-09-302025-11-14 CRM SALESFORCE INC COM1.2K shares17.68%2025-09-302025-11-14 JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF3.0K shares-13.95%2025-09-302025-11-14 VIS VANGUARD INDUSTRIALS ETF946 shares0.00%2025-09-302025-11-14 SLB SLB LIMITED COM STK8.0K sharesnew addition2025-09-302025-11-14 HR HEALTHCARE RLTY TR CL A COM15.0K shares0.00%2025-09-302025-11-14 SNPS SYNOPSYS INC COM547 sharesnew addition2025-09-302025-11-14 RY ROYAL BK CDA COM1.8K shares-5.57%2025-09-302025-11-14 TJX TJX COS INC NEW COM1.8K sharesnew addition2025-09-302025-11-14 CRAK VANECK OIL REFINERS ETF7.1K shares0.00%2025-09-302025-11-14 TRGP TARGA RES CORP COM1.5K shares2.04%2025-09-302025-11-14 BX BLACKSTONE INC COM1.5K sharesnew addition2025-09-302025-11-14 IVW ISHARES S&P 500 GROWTH ETF2.0K shares0.00%2025-09-302025-11-14 VDC VANGUARD CONSUMER STAPLES ETF1.1K shares0.00%2025-09-302025-11-14 INTC INTEL CORP COM6.9K sharesnew addition2025-09-302025-11-14 STPZ PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND4.3K sharesnew addition2025-09-302025-11-14 ANET ARISTA NETWORKS INC COM SHS1.6K sharesnew addition2025-09-302025-11-14 ABNB AIRBNB INC COM CL A1.9K sharesnew addition2025-09-302025-11-14 NUMG NUVEEN ESG MID-CAP GROWTH ETF4.6K shares-3.87%2025-09-302025-11-14 CCJ CAMECO CORP COM2.6K sharesnew addition2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC COM41 sharesnew addition2025-09-302025-11-14 NEE NEXTERA ENERGY INC COM2.9K sharesnew addition2025-09-302025-11-14 HACK AMPLIFY CYBERSECURITY ETF2.5K shares0.36%2025-09-302025-11-14 WDAY WORKDAY INC CL A904 sharesnew addition2025-09-302025-11-14 LOW LOWES COS INC COM847 sharesnew addition2025-09-302025-11-14 ARKK ARK INNOVATION ETF2.4K sharesnew addition2025-09-302025-11-14 CSGP COSTAR GROUP INC COM2.5K sharesnew addition2025-09-302025-11-14 MMM 3M CO COM1.3K shares0.00%2025-09-302025-11-14 BAP CREDICORP LTD COM769 sharesnew addition2025-09-302025-11-14 MDLZ MONDELEZ INTL INC CL A3.3K sharesnew addition2025-09-302025-11-14 HLN HALEON PLC SPON ADS14.6K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available